Filed September 15, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELL AND GOOD LLC1 year Filed as: WELL AND GOOD, LLC Service code 24 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Discretionary Trustee | $5,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,537 | $45,087+167.3% | $69,483+73.5% | $72,976+65.2% |
| Participation rate | 98.8% | 68.5%+30.3pp | 74.6%+24.2pp | 69.5%+29.3pp |
| Annual return | 5.11% | 22.67%-17.6pp | 28.99%-23.9pp | 81.02%-75.9pp |
| Employer contribution / active EE | $12,192 | $2,055+493.2% | $2,780+338.6% | $2,440+399.7% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $31 | $3,057-99.0% | $3,841-99.2% | $5,124-99.4% |